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Enrollment Reports

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Enrollment Reports February 14, 2025 0.4

 

This article was developed to describe how to create and use Enrollment Reports within the Forth CRM.

The Enrollment Report allows management to track enrolled contacts in the CRM for client retention. This report shows clients who were enrolled in a specific month/year and how many are still enrolled. It also provides a quick summary of the total debt enrolled, the fee amounts collected, the custodial fees collected, and the account balance of the custodial account. 

Note: a more comprehensive list is generated by selecting fewer filters.

 

This article will demonstrate steps for:

 

Creating an Enrollment Report

1. Navigate to the Enrollments tab, then click "Reports" on the navigation bar.

Enrollments Tab to Reports Apr2024.png

 

2. Click Create New Report.

Enrollments Tab to Reports to Create New Report Apr2024.png

To edit an existing report, click on the title of any report from the list on the left-hand side. Then click on Customize to be taken to the edit screen

Create New Report to Customize Button Feb2025.png

3. From the Enrollment Report creation/customization page, add or edit a Report Title, specify the Date Format, and input the number of records you would like to display in the Per Page Limit. If these are the only edits you wish to make for this report, click the Save Report button shown below at the right.

**Note: The number of records displaying on the report will affect the report's load time.

Cancelled This Year Enrollment Reports Feb2025.png

 

Report Filters

Filters will be located down the middle of the page. Filters are used to set qualifying conditions for clients to appear on the report you are creating.

Enrollment Report Customize Filters Options Feb2025.png
  • File Type: File type the client is under.
  • Custodial Account: Payment Gateway the client is assigned to.
  • Account: Filter the account the client is under, there may only be one option.
  • Company: The company the client is assigned to.
  • Assigned To User: Clients assigned to the user selected.
  • Assigned to Users Of Team: Contacts assigned to users on the team selected.
  • Law Firm: Law Firm the client is assigned to.
  • Lead Vendor: Lead Vendor the client is assigned to.
  • Partner: Company partner the client is assigned to.
  • Assigned Company: The company the client is assigned to.
  • Vendor: A secondary vendor the client is assigned to.
  • Independent Sales Office: The sales office the client is assigned to.
  • Any Status, Enrolled, Was Enrolled, Submitted, Approved, Rejected, Dropped, Paused, Graduated, Gateway Hold, No Authorization: Current status of the client.

 

Enrollment Report Customize Filters Options 2 Feb2025.png
  • Data Source: How the contact was uploaded into the system.
  • Created Date: Date the enrollment was created.
  • Enrolled Date: Date the client was enrolled.
  • Submitted Date: Date the enrollment was submitted by the client.
  • Approved Date: Date the enrollment was approved.
  • Returned Date: Date the enrollment was returned by the client.
  • Dropped Date: Date the client cancelled their enrollment.
  • Graduate Date: Date the client graduated.
  • Enrolled By: Account that enrolled the client.
  • Submitted By: Account that submitted the client.
  • Approved By: Account that approved the client.
  • Returned By: Account that the client returned the enrollment to.
  • Dropped By: Account the client canceled from.

 

 

Enrollment Report Customize Filters Options 3 Feb2025.png
  • Check Paying: Contacts that have “Check Paying Client” checked off under the client dashboard’s bank account information.
  • Assigned Attorney: The attorney assigned to the contact.
  • Client Status: Status of the client.
  • Campaigns: Campaigns the client is included in.
  • Program: What enrollment program the client is enrolled under.
  • Payments Made: Range on how many payments were made by the client.
  • Total Payments: Range on total payments the client has made.
  • First Payment: When the first payment was made.
  • Final Payment: Days until final payment.
  • Next Payment: Next payment the contact will make.
  • Completion % (payments): Percentage of completion by payments.
  • Completion % (dollars): Percentage of completion by dollar amount.
  • Completion % (settlements): Percentage of completion by settlements.
  • Balance: Debt balance, More Than or Less Than.

 

 

Fields to Show on Report

On the right-hand side of the Customize Report page, you will find Fields To Show On Report. These are the data columns that will appear when viewing the report.

To add a field, check the box of the designated field and drag it to place them in the order you would like them to appear on the report. Starting from the top to bottom, it will appear from left to right.

For example, if you check off the following options: Full Name, Record ID, State, Assigned To, Dropped Date, Dropped Reason, and Client Status; when looking at the report, they will be displayed in that order from left to right starting with Full Name.

 

You can export the entire table by clicking the Export Full Report button. You may also send an email to the user, which includes a link to the report by clicking the Email Report button. Additionally, the report can be located in the Reports tab, under My Exports. It remains for seven (7) days and then is automatically deleted from the system.

Enrollment Report Export Options View Feb2025.png

 

Article Version History: 

Version Effective Date Description
Basic 01/23/2017 Initial Release
0.1 06/22/2022 Minor Formatting Updates
0.2 02/22/2023 I added a header and version control footer and refreshed four screenshots.
0.3 02/19/2024 Minor formatting tweaks and resizing of smaller screenshots to improve their legibility.
0.4 02/14/2025 Refreshed screenshots to improve readability and made grammatical updates. No subject matter changes were made.
     

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